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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,771 | $202,342-50.7% | $172,753-42.2% | $152,909-34.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 20.65% | 1029.88%-1009.2pp | 803.00%-782.4pp | 345.46%-324.8pp |
| Employer contribution / active EE | $3,058 | $5,857-47.8% | $5,144-40.6% | $4,764-35.8% |
| Participant deferral / active EE | $3,413 | $5,948-42.6% | $5,198-34.3% | $5,851-41.7% |
| Admin fee / account holder | $124 | $17,112-99.3% | $13,956-99.1% | $11,601-98.9% |